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Patten & Patten’s iShares Russell 2000 ETF IWM Stock Holding History

Patten & Patten’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.12M Buy
16,624
+1,495
+10% +$386K 0.25% 87
2025
Q4 		$3.72M Sell
15,129
-524
-3% -$129K 0.22% 91
2025
Q3 		$3.79M Sell
15,653
-757
-5% -$174K 0.22% 89
2025
Q2 		$3.54M Sell
16,410
-1,191
-7% -$240K 0.23% 89
2025
Q1 		$3.51M Sell
17,601
-297
-2% -$64.4K 0.24% 80
2024
Q4 		$3.95M Buy
17,898
+3,614
+25% +$824K 0.26% 77
2024
Q3 		$3.16M Buy
14,284
+2,487
+21% +$532K 0.21% 83
2024
Q2 		$2.39M Sell
11,797
-251
-2% -$50.7K 0.17% 106
2024
Q1 		$2.53M Buy
12,048
+618
+5% +$123K 0.18% 101
2023
Q4 		$2.29M Sell
11,430
-175
-2% -$31.4K 0.19% 94
2023
Q3 		$2.05M Buy
11,605
+397
+4% +$74.5K 0.18% 94
2023
Q2 		$2.1M Sell
11,208
-229
-2% -$40.8K 0.17% 95
2023
Q1 		$2.04M Buy
11,437
+296
+3% +$54.5K 0.18% 96
2022
Q4 		$1.94M Buy
11,141
+528
+5% +$93.9K 0.18% 95
2022
Q3 		$1.75M Buy
10,613
+595
+6% +$109K 0.17% 93
2022
Q2 		$1.7M Sell
10,018
-219
-2% -$40.4K 0.15% 103
2022
Q1 		$2.1M Buy
10,237
+53
+0.5% +$10.8K 0.15% 99
2021
Q4 		$2.27M Sell
10,184
-594
-6% -$134K 0.16% 100
2021
Q3 		$2.36M Sell
10,778
-11
-0.1% -$2.44K 0.18% 94
2021
Q2 		$2.48M Sell
10,789
-204
-2% -$45.9K 0.19% 91
2021
Q1 		$2.43M Buy
10,993
+1,080
+11% +$236K 0.2% 89
2020
Q4 		$1.94M Buy
9,913
+55
+0.6% +$9.62K 0.17% 95
2020
Q3 		$1.48M Sell
9,858
-396
-4% -$59.6K 0.15% 98
2020
Q2 		$1.47M Sell
10,254
-592
-5% -$77.7K 0.16% 97
2020
Q1 		$1.24M Sell
10,846
-1,000
-8% -$149K 0.16% 96
2019
Q4 		$1.96M Buy
11,846
+288
+2% +$45.5K 0.2% 96
2019
Q3 		$1.75M Sell
11,558
-995
-8% -$152K 0.19% 97
2019
Q2 		$1.95M Buy
12,553
+26
+0.2% +$4.01K 0.21% 93
2019
Q1 		$1.92M Buy
12,527
+2,036
+19% +$306K 0.21% 92
2018
Q4 		$1.41M Sell
10,491
-210
-2% -$31.3K 0.17% 99
2018
Q3 		$1.8M Buy
10,701
+3,370
+46% +$569K 0.18% 100
2018
Q2 		$1.2M Buy
7,331
+1,350
+23% +$216K 0.12% 119
2018
Q1 		$908K Buy
5,981
+732
+14% +$113K 0.09% 138
2017
Q4 		$800K Buy
5,249
+749
+17% +$113K 0.08% 153
2017
Q3 		$667K Buy
4,500
+60
+1% +$8.44K 0.07% 161
2017
Q2 		$626K Buy
4,440
+74
+2% +$10.2K 0.07% 162
2017
Q1 		$600K Buy
4,366
+751
+21% +$103K 0.07% 154
2016
Q4 		$487K Buy
3,615
+918
+34% +$117K 0.06% 159
2016
Q3 		$335K Buy
2,697
+192
+8% +$23.3K 0.04% 175
2016
Q2 		$288K Buy
2,505
+55
+2% +$6.21K 0.04% 182
2016
Q1 		$271K Buy
2,450
+11
+0.5% +$1.14K 0.04% 187
2015
Q4 		$275K Buy
2,439
+172
+8% +$19.8K 0.04% 192
2015
Q3 		$248K Sell
2,267
-55
-2% -$6.52K 0.04% 182
2015
Q2 		$290K Buy
+2,322
New +$290K 0.04% 183
2014
Q1 		– Sell
-1,819
Closed -$210K – 268
2013
Q4 		$210K Buy
+1,819
New +$201K 0.03% 238

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Patten & Patten's IWM Position: Q1 2026 in Review

Patten & Patten increased its iShares Russell 2000 ETF (IWM) stake by 9.9% in Q1 2026, buying an estimated $386K and bringing the position to 16,624 shares worth $4.12M. The position accounts for 0.25% of the portfolio, ranked #87.

Patten & Patten first reported a position in IWM in Q4 2013 and has held it in 45 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Patten & Patten held 16,624 shares of iShares Russell 2000 ETF worth $4.12M as of Q1 2026.
  • Patten & Patten bought 1,495 iShares Russell 2000 ETF shares in Q1 2026, an estimated $386K.
  • iShares Russell 2000 ETF made up 0.25% of Patten & Patten's portfolio in Q1 2026, its #87 holding.
  • Patten & Patten first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 45 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.